Preserve the policy boundary
Quoting and formal policy transactions remain in your core PAS. The Folio conversation starts with the repetitive work around broking, client communication and management visibility.
Move forward with a clear plan.
Explore an operating layer around EBIX WinBEAT Classic, with a practical assessment of your current systems and workflow needs.
See it with your team ↗Built around broking
What it means
for your team.
Check the details for Classic
Supported versions, access methods, data availability, read and write operations, update frequency and implementation prerequisites require confirmation by Folio for your environment.
Plan around your brokerage
Use discovery to identify priority workflows, dependencies and implementation requirements. Do not assume that WinBEAT Classic and WinBEAT NEXT have identical integration behaviour.